Deanna Purvis

Financial Advisor

CFP®

A life-long resident of the Cincinnati area, Deanna holds Bachelor of Science degrees in both Financial Services and in Finance from Ohio's Wright State University, has earned an associate degree in Human Resource Management, and is a CERTIFIED FINANCIAL PLANNER® professional. An avid runner, she spends her free time volunteering as a fundraiser for numerous local charity events and animal rescue organizations. Deanna Purvis lives with her husband in the Loveland area of northeast Cincinnati.

Latest Insights


Investing in Alternatives: A Strategic Look at What Belongs in a Modern Portfolio

Before adding gold, private equity, crypto, or real estate to your portfolio, make sure you understand where they truly add value… and where they …

Read more
Love, Loss, and Clarity: The Conversations and Documents Every Couple Needs

If you weren’t here tomorrow, would your spouse know exactly what to do next? Here’s how to help make sure they’re never left guessing.

Read more
You’ve Built Wealth… Now What? A Guide for High-Net-Worth Households

Growing wealth is one thing. Managing it well is another. Here’s how to make that shift with confidence.

Read more